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All posts in Documents

How to search documents by matter name?

Logon to your LegalXGen Account Click on ‘Documents’ tab on the left On documents view, you’ll see filters to search document by Client Name, Matter or Document name Enter the name of the matter, you wish to see the documents You’ll see the matter listed below. You may click on . . . Read more

How to upload any document?

Login to your LegalXGen Account Click on the tab ‘Documents’ on your left. Search for the matter to which you wish to upload the the document. You’ll see an option ‘Upload Document’ within the selected matter. Browse/Select the File you wish to upload and CLick on ‘Upload’ Once done with . . . Read more

How to search documents by client name?

Logon to your LegalXGen Account Click on ‘Documents’ tab on the left On documents view, you’ll see filters to search document by Client Name, Matter or Document name Enter the name of the client, you wish to see the documents You’ll see all the matters for that client are listed . . . Read more

How do I find any document?

1.       Once you’re logged in to your LegalXGen Account, you’ll see ‘Documents’ tab on the left side menu. Click on it you’ll be redirected to Documents view. Note: If you don’t see the documents view contact the admin to grant access to documents view. 2.       You’ll be redirected to Documents . . . Read more